See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,725 | $87,540-20.4% | $75,781-8.0% | $125,391-44.4% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.84% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,892 | $3,930-51.9% | $3,323-43.1% | $4,866-61.1% |
| Participant deferral / active EE | $10,423 | $4,229+146.5% | $3,651+185.4% | $5,352+94.8% |
| Admin fee / account holder | $733 | $6,502-88.7% | $5,299-86.2% | $9,540-92.3% |